Nov 14, 2018
Job Descriptions Relationship Management:
Engage, build and manage relationships with both new and prospective clients.
Identify customer needs and proactively seek to provide products and services to meet these needs.
Product Development:
Lead the development of new products and the selection of appropriate strategies compatible with client’s investment goals and risk appetite.
Develop and manage customised investment portfolios and discretionary funds for institutions, corporations, pension funds etc.
Design and manage families of mutual funds.
Marketing – Customer Acquisition/ Retention
Coordinate and lead effective and efficient marketing, marketing campaigns and proposal efforts focused on key client segments to improve customer base and revenue.
Drive the acquisition of new clients and coordinate the marketing activities of all marketing officers.
Oversee the marketing of risk asset products as well as cross-selling of CDL’s range of product offerings to new/ existing customers.
Promote affinity schemes amongst clients in order to achieve greater loyalty and referrals.
Industry Knowledge & Trends
Monitor advances and trends in global Asset and Wealth Management and apply knowledge in developing CDL’s Asset and Wealth Management operations.
Market Intelligence:
Obtain and review research and competition analysis with a view of adequately positioning the function and products.
Keep abreast of business opportunities and devise strategies to convert them into viable and profitable ventures.
Competency and Skill Requirements
Strong knowledge of financial services landscape.
Deep understanding of wealth management or private banking services, trends including portfolio management, financial planning, asset management, client reporting etc.
Broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
Strong entrepreneurial, excellent marketing, negotiating and relationship management skills.
Strong leadership and people management skills.
Capable of hands-on problem solving, with ability to generate ideas and solutions.
Client focused attitude and the ability to work well under pressure.
High degree of professionalism and discretion; culturally astute.
Strong analytical, quantitative and qualitative skills.
High sense of judgement, ability to use own initiative and pay close attention to detail.
Excellent communication, report writing and presentation skills.
Self motivated with strong interpersonal skills.
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Apply via :
Applicants should send their CV to: careers@bochsystems.net using the position as the subject of the mail.
https://www.myjobmag.com/readjob/63030/jobs/jobs-at-boch-systems-company-limited-boch